"Concierge Level" Client Service Program


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While it may be enough to provide you with a comprehensive integrated investment plan, we feel the need to go one step further. We have developed a "Concierge Level" Client Service
Program that we believe is unique in our industry. Our program includes:

Annual Comprehensive Financial Review
  • Investment and estate plans are reviewed and updated
  • All plan document, profiles and data are reviewed and updated annually
  • Overall investment performance is measured and compared to both their benchmark indexes and the goals of your plan
  • Recommendations from attorneys, accountants or other financial providers are incorporated into your plan

Quarterly Performance Review

  • Manager and portfolio performance is reviewed
  • Quarterly performance reports are available
  • Any changes or updates to your current situation are discussed

Monthly Contacts

  • Contact is made once a month in non-review months

Command Asset Program1
  • All basic account fees waived
  • Unlimited free check writing and checks
  • Debit and/or credit cards                          
  • Access to all accounts on-line
  • Enchanced monthly statements
  • Enhanced annual summary and tax packages

Online Account Access
  • Online convenience to help you monitor your investments

Periodic Group Newsletter or Email
  • Newsletter: Articles and commentary regarding the current investment environment and marketplace
  • E-mail: Executive summary/bullet points highlighting the current investment environment and marketplace

Annual Client Appreciation Event
  • Platinum level clients will be invited to our annual client appreciation event

Annual "Accountant-Ready" Tax Packages2

  • 1099s, 5500s, K1s, etc. are prepared and compiled with a summary and details of any gains or losses taken during the year
  • Help reduce your and your accountant's annual tax preparation workload

Year-End Capital Gains Tax Adjustments

  • We attempt to minimize your annual capital gains taxes – both within your portfolio and from other investments – by realizing necessary losses (if any) at the end of each year to offset any realized gains
  • We can coordinate this effort with you and your accountant so that all of your investments are working in tandem

1Banking services are offered through Wells Fargo Bank, N.A., a separate affiliate of Wells Fargo & Company.

Brokerage Cash Services/Command Check" means a payable through draft that is similar in appearance and function to a traditional check but is written and processed from your brokerage account. Check writing and check order fees apply to Brokerage Cash Services/Command Business. Must be 59 or older for check writing privileges with Brokerage Cash Services/Command IRA.

Credit Cards issued by Wells Fargo Bank, N.A., an Equal Credit Opportunity Lender subject to credit approval. A Business Visa credit card is available for Business Accounts. Contact your Financial Advisor for details.

Veesart Financial and Wells Fargo Advisors Financial Network are not legal or tax advisors.